Single Location Practice — “We’re Busy, But Not Profitable”

Problem
A $1.4M single-location practice was fully booked but struggling with:

• Low case acceptance (~42%)

• Hygiene underutilization

• Heavy reliance on one doctor for production

• No visibility into where revenue was leaking

Solution (Foundation → Growth Accelerator)
We implemented:

• Case acceptance framework with scripting + patient psychology training

• Hygiene revenue activation (perio protocols, same-day opportunities)

• Daily/weekly performance tracking dashboard

• Front desk workflow optimization

Outcome

• Case acceptance increased to 68% in 90 days

• +$32K/month in additional production (no added hours)

• Hygiene production up 27%

• Reduced dependency on doctor-led selling

“We didn’t need more patients — we needed to use the ones we already had better.”

Multi-Location Group — “Inconsistent Performance Across Offices”

Problem
A 5-location group (≈$6.8M total revenue) faced:

• Wide performance gaps between locations

• No standardized systems for case presentation or follow-up

• Leadership overwhelmed with reactive management

• Poor patient retention tracking

Solution (Growth Accelerator)
We installed:

• Standardized case acceptance and follow-up systems across all locations

• Recall/reactivation workflows with automation + accountability

• Location-level KPI dashboards

• Leadership cadence (weekly performance calls, scorecards)

Outcome

• Revenue increased +18% across group in 6 months

• Patient reactivation improved +35%

• Underperforming locations closed gap by 22%

• Leadership time shifted from reactive → strategic

“We finally run one organization — not five different ones.”

DSO — Scaling Without Structure

Problem
A growing DSO (12 locations) expanding quickly but experiencing:

• Declining margins despite revenue growth

• Lack of alignment between ops + revenue teams

• No clear growth playbook for new acquisitions

• Inconsistent onboarding for new practices

Solution (Enterprise Partnership — Fractional CRO/COO)
We embedded as a strategic growth partner to:

• Align operations + revenue KPIs

• Build a standardized “Growth Playbook” for all locations

• Create acquisition onboarding system (first 90 days)

• Implement executive reporting dashboards

Outcome

• EBITDA margin improved +9% within 2 quarters

• New acquisitions reached target performance 40% faster

• Executive team gained real-time performance visibility

• Clear, scalable model for future expansion

“We stopped guessing how to scale — we built a system for it.”

Plateaued Practice — “We Haven’t Grown in Years”

Problem
A long-standing $2.2M practice stuck at the same revenue for 3+ years:

• No growth strategy or accountability

• Low urgency in treatment acceptance

• Missed follow-ups and incomplete treatment plans

• Team lacked clear performance expectations

Solution (Foundation → Growth Accelerator)
We focused on:

• Identifying top revenue leaks (unscheduled treatment, recall gaps)

• Implementing urgency-based case presentation language

• Training team on conversion + patient communication

• Setting performance metrics tied to individual roles

Outcome

• +$500K annualized growth within 9 months

• Case completion rate increased +31%

• Treatment plan follow-through significantly improved

• Team accountability and morale increased

“We didn’t need a full overhaul — we needed focus and execution.”